Jennifer has worked with wealthy people and philanthropy since the mid 70’s and is familiar with both the great benefits and the challenges of having money. She can help you:
Many people are enthusiastic about doing something with their resources but do not know how to begin. Others feel a sense of isolation, not sure to whom they can talk about feelings, decisions, dilemmas and quandaries. Jennifer can help you overcome the barriers you face so that all your resources – human and financial – are well used to benefit you and your community.
- Set and achieve personal goals
- Create systems that help you be more effective with your time
- Find honest and fulfilling ways to be in friendships and working relationships with people in different financial situations and from different class backgrounds
- Create or find supportive networks and colleagues
- Choose other financial professionals
- Sort out feelings and thoughts that impact wills, estate planning giving to children and friends
- Work to make personal lifestyle changes, helping you develop new habits and patterns
Life coaching involves a long-term commitment to yourself in order to achieve goals that are difficult to attain when working on your own. Making a 3- to 6-month commitment enables you to learn from barriers and to transform them as you live the journey of your life.
“Jenny has played an important role in my life for 10 years now. As a newcomer to the Valley and as a single woman with sizable assets, she was (and remains) my mentor and guide, helping me assume stewardship of my resources. In helping me benefit the community, Jenny shared with me not only her wisdom, but also her helpful understanding of the challenges that often attend privilege. I am grateful to her for sharing my journey.”
Jean Beard, Philanthropist
“When I unexpectedly acquired a substantial amount of money in the mid-nineties, a friend told me about Jenny and her group of people with “more than enough,” later called Excess Baggage/Lovely Luggage. It was a saving grace to be able to freely discuss personal emotions, social investment opportunities, relationship issues and more. I participated on and off for about ten years and learned to appreciate the delicacies of giving and spending according to a personal value system. Jenny is an excellent facilitator and networker. She is very knowledgeable about issues of wealth and class.”
A grateful "rich" person
“Jenny is an extremely experienced and empathic wealth counselor who is as effective one-on-one as she is with large groups. I love collaborating with her in working with families of wealth. She brings the most inspiring blend of passion, warmth and skill to everything she does.”
Jim Grubman, PhD., Family Wealth Consulting
“Jenny is a deep listener, and gracefully ensured that all voices were heard during two of our family foundation retreats that she facilitated. She remained remarkably focused on our agreed-upon objectives, while also responding flexibly to the needs and desires of the group to venture “off the agenda” at times.”
Lori Kuhn, Executive Director, the Morgan Family Foundation
“Jenny has a wonderful way of bringing people together, drawing them out and tuning them into their own thoughts and feelings. Her work is an antidote to the natural isolating power of wealth.”
“Wealth-holders tend to be a reserved and skeptical lot. But Jenny quickly had our clients role-playing, doing breathing exercises and sharing their inmost reflections with each other. It was amazing.”
“Jenny's convening skills formed the centerpiece of our most recent client event. She was a great collaborator in planning a complicated schedule of activities.” –
Keith Whitaker, Director of Family Dynamics, Calibre, a Division of Wachovia Wealth Management
“Jenny has deep, extensive and personal knowledge of philanthropy and issues of wealth. She’s one of the main coaches we recommend when people want guidance about aligning their money and their values. Her loving heart and sharp mind are a joy to experience!”
Anne and Christopher Ellinger, Co-founders, Bolder Giving in Extraordinary Times (and previously, More than Money)
“Jenny Ladd's gentle, confident and strategic advice to wealthy women has set industry standards for all to aspire to. Many of our members turn to her time and again for help, and she has become both a trusted advisor and a philanthropic friend.”
Donna P. Hall, President & CEO, Women Donors Network
